Waterfront Wealth’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$782K Sell
43,125
-288
-0.7% -$5.22K 0.18% 162
2025
Q1
$807K Sell
43,413
-59
-0.1% -$1.1K 0.2% 153
2024
Q4
$852K Sell
43,472
-150
-0.3% -$2.94K 0.21% 150
2024
Q3
$718K Sell
43,622
-174
-0.4% -$2.86K 0.18% 161
2024
Q2
$710K Sell
43,796
-552
-1% -$8.95K 0.19% 155
2024
Q1
$705K Buy
44,348
+10
+0% +$159 0.2% 151
2023
Q4
$612K Buy
44,338
+3,167
+8% +$43.7K 0.18% 155
2023
Q3
$567K Buy
41,171
+57
+0.1% +$785 0.19% 152
2023
Q2
$544K Buy
41,114
+629
+2% +$8.33K 0.16% 164
2023
Q1
$505K Buy
40,485
+10
+0% +$125 0.17% 159
2022
Q4
$541K Buy
40,475
+382
+1% +$5.1K 0.19% 157
2022
Q3
$502K Sell
40,093
-582
-1% -$7.29K 0.19% 147
2022
Q2
$406K Buy
40,675
+1,918
+5% +$19.1K 0.16% 163
2022
Q1
$426K Buy
38,757
+3,039
+9% +$33.4K 0.15% 148
2021
Q4
$294K Sell
35,718
-20,884
-37% -$172K 0.12% 172
2021
Q3
$542K Buy
56,602
+2,382
+4% +$22.8K 0.26% 91
2021
Q2
$576K Sell
54,220
-652
-1% -$6.93K 0.27% 90
2021
Q1
$431K Buy
54,872
+1,295
+2% +$10.2K 0.22% 104
2020
Q4
$331K Buy
+53,577
New +$331K 0.23% 96